EWM

Empirical Wealth Management Portfolio holdings

AUM $4.97B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$22.6M
3
+$6.94M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.02M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.98M

Top Sells

1
+$8.72M
2
+$4.08M
3
+$3.83M
4
AVTA
Avantax, Inc. Common Stock
AVTA
+$3.04M
5
MSFT icon
Microsoft
MSFT
+$2.38M

Sector Composition

1 Technology 9.97%
2 Consumer Discretionary 3.07%
3 Communication Services 2.46%
4 Healthcare 2.44%
5 Financials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.89M 0.14%
10,641
+4,771
102
$2.88M 0.14%
18,318
+17,143
103
$2.79M 0.14%
20,773
+8,272
104
$2.74M 0.14%
8,539
+549
105
$2.69M 0.13%
85,650
+6,432
106
$2.63M 0.13%
20,277
+2,613
107
$2.57M 0.13%
15,394
+1,020
108
$2.54M 0.13%
23,639
-1,070
109
$2.51M 0.13%
34,347
+2,820
110
$2.41M 0.12%
10,409
+7,590
111
$2.41M 0.12%
9,762
-2,695
112
$2.38M 0.12%
110,912
+8,925
113
$2.37M 0.12%
110,656
+9,432
114
$2.33M 0.12%
106,811
+10,702
115
$2.33M 0.12%
19,813
-519
116
$2.32M 0.12%
21,497
+10,207
117
$2.31M 0.12%
105,718
+12,147
118
$2.27M 0.11%
23,948
+14,164
119
$2.27M 0.11%
12,345
120
$2.27M 0.11%
62,699
+1,606
121
$2.24M 0.11%
106,057
+27,800
122
$2.21M 0.11%
39,332
+2,081
123
$2.19M 0.11%
16,911
+322
124
$2.17M 0.11%
93,908
-2,865
125
$2.14M 0.11%
113,544
+8,628
3 4
5
6 7